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"$GL9.IR Tirln sold a 6.8%/230M stake this wk at 13.55/share (a XXX% disct) with #Glanbia buying back/canceling 2.9%/7.4M of those shares. .Tirln retains an XX% stake in Glanbia"
X Link @Wexboy_Value 2025-10-03T16:20Z 9430 followers, XXX engagements
"$TET.L $GL9.IR Annddd #Glanbia loses its chance after #Natara swoops in to buy #Treatt. .BUT it's such a paltry premium/price - 260p is an XX% disct to #TET's share price X yrs ago so shame on the board/mgmt - maybe another bidder/even Glanbia might STILL step up here"
X Link @Wexboy_Value 2025-09-08T13:20Z 9431 followers, XXX engagements
"$GL9.IR $TET.L I'll say it again surely this is a do-or-die opportunity for #Glanbia to acquire #Treatt. .and it wdn't even be dilutive at this point with #TET P/S multiple now on a 15%+ discount to Glanbia"
X Link @Wexboy_Value 2025-07-24T11:06Z 9429 followers, 2045 engagements
"$GL9.IR $TET.L ANY #Glanbia (0.75 P/S) acq'n is prob dilutive/value-destroying eg Flavor Producers (3.5+ P/S) a yr ago. .but THIS cd be their best opp ever to buy #Treatt on a XXXX P/S & #TET down (76)% vs. ATHs IF revenue/cost synergies cd work:"
X Link @Wexboy_Value 2025-04-06T15:16Z 9429 followers, 2411 engagements